Sales Attribution
It is important to be able to correlate Chat Assistant conversations with consequent Shopping Cart activities and Orders. Just three simple steps enable to create a standard Shopify Report demonstrating how many orders were created after a customer talked to Chat Assistant”:- install Chat Assistant Widget
- create Shopify Flow to convert order notes to tags
- add a filter to out-of-box Shopify Report
Install Chat Assistant Widget
Add the Crescendo.ai Bot to your storefront as described here: Enable Bot on your Shopify Store.Create Shopify Flow to convert order notes to tags
The Chat Assistant Widget attaches notes to each shopping cart and order that was created after a customer comminicated with the Chat Assistant. In order to use standatd out-of-box Shopify Reports it is required to convert Order Notes to Tags. You will receive a .flow file that contains the required flow.- Add Flow app in Shopify Admin, if it is not yet added
- Import this .flow file
- Make sure that it looks like this:
Add a filter to out-of-box Shopify Report
- Open a standard Analytics / Report named “Orders fulfilled by day”
- Go to the bottom right of the screen and add a filter Order tags contains crescendo